Permissions Audit Planner Pro

Build Repeatable Permission Audits Create reusable audit templates with custom review steps, owners, dates and comments. Give your team a consistent process for reviewing Salesforce permissions without rebuilding the plan each time.

Monitor Permission Health See your org health score and monitor unused Profiles, Permission Sets, Permission Set Groups, Roles and Public Groups. Investigate the underlying findings and track where attention is needed.

Identify Unused Access to Review Review unused access counts, percentages and recommended actions. Prioritise which permission structures need attention, capture review decisions and record when each area was last assessed.

Define What Counts as Privileged Classify System and Custom Permissions, Profiles, Permission Sets and Permission Set Groups as privileged. Search, filter and maintain classifications using CSV import and export.

Trace Who Has Privileged Access Identify users who receive privileged access and see how it is granted through Profiles, direct Permission Set assignments or Permission Set Groups. Support security and least-privilege reviews.

Assign Owners and Track Audit Steps Assign Salesforce users to individual audit steps, set review dates and retain notes and ownership history. Keep responsibilities visible and document decisions as audits progress.

Keep Permission Reviews on Schedule Send reminders to audit-step owners when reviews are due. Schedule recurring permission-review reminders daily, weekly, monthly, quarterly or yearly to maintain a regular review cycle.

Find Missing Security Documentation See where descriptions are missing across Salesforce objects, Profiles, Permission Sets and Permission Set Groups. Review documentation completeness, flag gaps and track last review dates.

Export Evidence for Security Audits Export audit plans, permission-review findings and privileged-access reports. Generate formatted Excel workbooks showing user access and assignment sources for internal or compliance reviews.